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keith33
March 16, 2020
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When i try and run a report showing outstanding supplier invoices and their due dates, the report says "no data".

  • March 16, 2020
  • 1 reply
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Original commenter did not share additional details
Best answer by Kristine Mae

You have clearly missed my point.

I do not want to mess about exporting to Excel just to add a SUM function

I expect the accounts system to show me, clearly, the transactions that make up the outstanding balance and to be able to filter that by date or group by month within the system and have subtotals and totals are appropriate.

At present there is no where to see this

It should be initially on the Supplier Account record.  But on that screen you can not show the unpaid items....as it does not include unassigned credit notes....

 


You can pull up the Supplier Balance Detail report instead, ShopAdmin.

 

This report will show you the supplier's transactions, including the open balance. Here's how:

  1. Click Reports.
  2. Enter Supplier Balance Detail in the Find report by name field.

You can cutomise the report to show the specific details that you need. Then, memorise  it so you won't go to the same customisation process again. 

 

If there's something else that we can do for you, please feel free to keep in touch with us.

1 reply

P
payment after leaving
March 16, 2020

Hi keith33

 

What specific report are you running and are you amending the date range?

K
keith33Author
March 16, 2020

thanks.. I am trying to create a "suggested supplier payment" run, based on due dates

 

I have run a Transaction detail by account report, and used filters to select "Invoice" and ticked the "unpaid" box..

 

I was uncertain what dates to use in range.. so put in "Jan 1st"  to  "today's date"

 

maybe there's another way to do this?

 

keith

 

 

 

JasroV
JasroV
March 16, 2020

Thanks for getting back to us, @keith33.

 

You can consider running the Transaction List by Supplier report and customise it to show the data you need. Here's how.

 

In your QuickBooks Online (QBO) account:

  1. Go to the Reports menu.
  2. Type Transaction List by Customer in the search field.
  3. Click the Gear icon inside the report and mark Due Date, Amount, and Open Balance. 
  4. Adjust the report date to your preferred date under the Report period field.
  5. Click Run report.

Here's an article you can read to learn more about generating report to show the data you need: Customise reports in QuickBooks Online.

 

Then, in case you need to export your reports from your QBO account, you can check this great article for the details: Export reports, lists, and more.

 

Let me know in the comment section if ever you have other concerns or questions. I'm always here back you. Have a great day!

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